Adding Submittal(s)

To add a Submittal, the user's role must have the “add“privilege enabled.

To create a Submittal:

1. Navigate to the Submittal’s Detail View by clicking the button in the folder tree toolbar.

2. Click the + button to create a new Submittal.

3. Fill in all required fields, which are indicated by a red border and/or red warning text (see screenshot below).

Comments, files, and reviewers can also be added.

These features are detailed in the relevant subsections.

Once the Submittal is created, a success alert will appear in the top-right corner with the message:
“Submittal has been created successfully!”

To return to the List View, click the > button.
The new Submittal will be added to the selected folder.